PIA
Petredis Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
36,239
-128
| -0.4% | -$18.3K | 0.45% | 49 |
|
|
2025
Q1 | $6.08M | Sell |
36,367
-21,014
| -37% | -$3.52M | 0.64% | 35 |
|
|
2024
Q4 | $8.31M | Sell |
57,381
-1,210
| -2% | -$175K | 0.86% | 26 |
|
|
2024
Q3 | $8.63M | Sell |
58,591
-115
| -0.2% | -$16.9K | 0.92% | 26 |
|
|
2024
Q2 | $9.18M | Sell |
58,706
-163
| -0.3% | -$25.5K | 1.03% | 24 |
|
|
2024
Q1 | $9.29M | Buy |
58,869
+1,851
| +3% | +$292K | 1.11% | 22 |
|
|
2023
Q4 | $8.5M | Sell |
57,018
-1,993
| -3% | -$297K | 1.12% | 21 |
|
|
2023
Q3 | $9.95M | Buy |
59,011
+299
| +0.5% | +$50.4K | 1.42% | 16 |
|
|
2023
Q2 | $9.24M | Sell |
58,712
-133
| -0.2% | -$20.9K | 1.27% | 18 |
|
|
2023
Q1 | $9.6M | Buy |
58,845
+950
| +2% | +$155K | 1.5% | 16 |
|
|
2022
Q4 | $10.4M | Buy |
+57,895
| New | +$10.4M | 1.89% | 13 |
|